Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Brown Advisors Large-Cap Growth Strategy Sold Workday (WDAY) Due to Slower Than Anticipated Revenue Growth
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Netflix (NFLX) Shares Pulled Back Despite Solid Results
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Better-Than-Expected Trends Lifted Alphabet (GOOG) in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Intuit (INTU) Fell Despite Reporting Strong Results
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Brown Advisory Large-Cap Growth Strategy’s Updates on Fair Isaac Corporation (FICO)
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Intuitive Surgical (ISRG) Declined Due to Management’s Cautious Commentary
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
The Trade Desk (TTD) Slid on Investors’ Concerns
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Brown Advisory Large-Cap Growth Strategy’s Q3 2025 Investor Letter
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Here are Atai Capital’s Views on BK Technologies Corp. (BKTI)
Atai Capital Management, an investment management firm, recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Atai Capital Management’s Q3 2025 Investor Letter
Atai Capital Management, an investment management firm, recently released its third-quarter 2025 investor letter.
United Natural Foods, Inc. (NYSE:UNFI) Q1 2026 Earnings Call Transcript
United Natural Foods, Inc. (NYSE:UNFI) Q1 2026 Earnings Call Transcript December 2, 2025United Natural Foods, Inc. beats earnings expectations.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q3 2026 Earnings Call Transcript
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q3 2026 Earnings Call Transcript December 2, 2025CrowdStrike Holdings, Inc. beats earnings expectations.
Okta, Inc. (NASDAQ:OKTA) Q3 2026 Earnings Call Transcript
Dave Gennarelli: Hi, everyone. Welcome to Okta's third quarter fiscal 2026 earnings webcast. I'm Dave Gennarelli, Senior Vice President of Investor Relations at Okta.
Box, Inc. (NYSE:BOX) Q3 2026 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today.
Citi Trends, Inc. (NASDAQ:CTRN) Q3 2025 Earnings Call Transcript
Citi Trends, Inc. (NASDAQ:CTRN) Q3 2025 Earnings Call Transcript December 2, 2025Citi Trends, Inc. misses on earnings expectations.
Asana, Inc. (NYSE:ASAN) Q3 2026 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to Asana, Inc.'s Third Quarter Fiscal Year 2026 Earnings Conference Call.
GitLab Inc. (NASDAQ:GTLB) Q3 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to today's GitLab third quarter fiscal year 2026 conference call. At this time, all participants are in a view and listen-only mode.
Pure Storage, Inc. (NYSE:PSTG) Q3 2026 Earnings Call Transcript
Pure Storage, Inc. (NYSE:PSTG) Q3 2026 Earnings Call Transcript December 2, 2025Pure Storage, Inc. reports earnings inline with expectations.
American Eagle Outfitters, Inc. (NYSE:AEO) Q3 2025 Earnings Call Transcript
American Eagle Outfitters, Inc. (NYSE:AEO) Q3 2025 Earnings Call Transcript December 2, 2025American Eagle Outfitters, Inc. beats earnings expectations.
Signet Jewelers Limited (NYSE:SIG) Q3 2026 Earnings Call Transcript
Signet Jewelers Limited (NYSE:SIG) Q3 2026 Earnings Call Transcript December 2, 2025Signet Jewelers Limited beats earnings expectations.
Cango Inc. (NYSE:CANG) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Cango Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note today's event is being recorded.
Hafnia Limited (NYSE:HAFN) Q3 2025 Earnings Call Transcript
Operator: Welcome to Hafnia's Third Quarter 2025 Financial Results Presentation. We will begin shortly.
Hafnia Limited (NYSE:HAFN) Q3 2025 Earnings Call Transcript
Operator: Welcome to Hafnia's Third Quarter 2025 Financial Results Presentation. We will begin shortly.
Banco Macro S.A. (NYSE:BMA) Q3 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and thank you for waiting.
What Makes AppLovin Corporation (APP) a Go-To Stock for Investors?
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Here’s Why Centene Corporation (CNC) Reduced Its Earnings Outlook
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Here’s Why EQT Corporation (EQT) Fell in Q3
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Here’s What Boosted Celestica (CLS) in Q3
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Here are the Drivers of Ciena Corporation’s (CIEN) Surge in Q3
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
10 AI Stocks in Focus This Week
A severe global shortage of memory chips is forcing artificial intelligence and electronic companies into a quiet competition for diminishing supplies.
Gartner (IT) Slid on Weak Business Outlook
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
7 Stocks on Jim Cramer’s Radar
“In this corner, weighing in at $4.27 trillion is the reigning champ, NVIDIA. In the other corner, coming in at around $86,000, is the challenger Bitcoin.
Do You Believe in the Upside Potential of ATI (ATI)?
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Kirby Corporation (KEX) Fell Due to Softened Inland Barge Utilization
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Carillon Scout Mid Cap Fund’s Q3 2025 Investor Letter
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”.
Should You Be Confident in Kirby Corporation (KEX)?
Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund.” A copy of the letter can be downloaded...
Is Consensus Cloud Solutions (CCSI) a Resilient Stock?
Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund.” A copy of the letter can be downloaded...
Meridian Small Cap Growth Fund Trimmed Zenas BioPharma (ZBIO) Following Share Price Appreciation
Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund.” A copy of the letter can be downloaded...
Turning Point Brands (TPB) Raised Its Growth and Profit Outlook. Here’s Why
Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund.” A copy of the letter can be downloaded...
Meridian Small Cap Growth Fund’s Q3 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 investor letter for the “Meridian Small Cap Growth Fund.” Driven by continued gains in technology...
Microsoft Corporation’s (MSFT) Azure Revenue Grew 39% in Q3
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here...
10 High Growth Monthly Dividend Stocks To Invest In Now
Franklin Templeton, in its report dated March 7, mentioned that from 1960 to 2024, approximately 85% of the S&P 500’s total return was generated by reinvested dividends and ...
META’s New SAM 3 AI Model Drives Analyst Optimism and a $900 Price Target
Meta Platforms, Inc.
Seaport Global Maintains Sell on NVIDIA (NVDA), Citing TPU Competition and Heavy Customer Commitments
NVIDIA Corporation (NASDAQ:NVDA) is one of the Buzzing AI Stocks on Wall Street. On December 1, Seaport Global Securities analyst Jay Goldberg reiterated a “Sell” rating ...
Oracle (ORCL): HSBC Reaffirms Buy, Sets $382 PT Amid Strong Backlog and Data Center Strategy
Oracle Corporation (NYSE:ORCL) is one of the Buzzing AI Stocks on Wall Street. On November 26, HSBC maintained its Buy rating on the stock with a $382.00 price target.
Tesla (TSLA): TD Cowen Reiterates Buy, Sets $509 Price Target After RoboTaxi Tests
Tesla, Inc. (NASDAQ:TSLA) is one of the Buzzing AI Stocks on Wall Street. On December 1st, TD Cowen analyst Itay Michaeli reiterated a “Buy” rating on the stock with a $...
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